Preview Mode Links will not work in preview mode

The Contrarian Investor Podcast

May 20, 2020

Dexter Roberts joins the podcast to discuss his book "The Myth of Chinese Capitalism."

In Roberts' view, economic reforms have already been curtailed under current political leadership. China's middle class, which has grown almost exponentially in recent decades, remains limited mostly to large coastal cities. The rural...


May 13, 2020

Christopher Brown of Aristides Capital joins the podcast to discuss his investment strategy, which has produced positive returns every calendar year since 2008.

In Brown's view, healthcare and information technology stocks should not be treated as defensive investments that will protect portfolios in times of stress --...


May 6, 2020

Chad Glauser of Denver-based Alpine Quantitative Management joins the podcast to discuss his fund's strategy of using just three ETFs as a way to manage risk, gauge volatility, and produce returns.

The three ETFs track short-term Treasuries, long-term bonds, and the S&P 500. Alpine has been actively trading the...


Apr 29, 2020

Maya Joelson, founder and president of Metapoint Advisors, joins the podcast to discuss her view of exchange-traded funds.

These instruments are seen as efficient and cheap ways for investors, especially retail investors, to gain access to various asset classes. But this is misguided, especially when it comes to ETFs...


Apr 14, 2020

David Hunter, chief macro strategist at Contrarian Macro Advisors, has for some time predicted a final "melt up" stage of the market cycle before markets crash.

This stage is now underway as markets recover from an initial sell-off caused by the coronavirus (which Hunter admits he did not and could not have...